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WestHill Financial Advisors’s Chevron CVX Stock Holding History

WestHill Financial Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$828K Sell
4,995
-1
-0% -$186 0.14% 39
2026
Q1 		$1.03M Sell
4,996
-334
-6% -$60.9K 0.2% 31
2025
Q4 		$812K Buy
5,330
+12
+0.2% +$1.83K 0.15% 38
2025
Q3 		$826K Sell
5,318
-18
-0.3% -$2.79K 0.16% 33
2025
Q2 		$764K Buy
5,336
+24
+0.5% +$3.38K 0.16% 33
2025
Q1 		$889K Sell
5,312
-223
-4% -$34.9K 0.2% 32
2024
Q4 		$802K Sell
5,535
-286
-5% -$43.8K 0.18% 32
2024
Q3 		$857K Sell
5,821
-43
-0.7% -$6.4K 0.19% 32
2024
Q2 		$917K Sell
5,864
-27
-0.5% -$4.3K 0.22% 28
2024
Q1 		$929K Buy
5,891
+31
+0.5% +$4.68K 0.23% 27
2023
Q4 		$874K Sell
5,860
-744
-11% -$113K 0.23% 27
2023
Q3 		$1.11M Buy
6,604
+419
+7% +$67.7K 0.32% 23
2023
Q2 		$973K Buy
6,185
+13
+0.2% +$2.08K 0.28% 25
2023
Q1 		$1.01M Sell
6,172
-88
-1% -$14.8K 0.3% 24
2022
Q4 		$1.12M Sell
6,260
-1,343
-18% -$234K 0.36% 22
2022
Q3 		$1.09M Sell
7,603
-485
-6% -$74K 0.37% 23
2022
Q2 		$1.17M Sell
8,088
-639
-7% -$106K 0.39% 22
2022
Q1 		$1.42M Sell
8,727
-2,621
-23% -$376K 0.41% 21
2021
Q4 		$1.33M Buy
11,348
+4,341
+62% +$493K 0.38% 23
2021
Q3 		$711K Buy
+7,007
New +$699K 0.22% 29
2021
Q1 		$922K Sell
8,795
-661
-7% -$64.5K 0.33% 24
2020
Q4 		$799K Buy
+9,456
New +$766K 0.31% 22

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WestHill Financial Advisors's CVX Position: Q2 2026 in Review

WestHill Financial Advisors reduced its Chevron (CVX) stake by 0.02% in Q2 2026, selling an estimated $186 and leaving 4,995 shares worth $828K. The position accounts for 0.14% of the portfolio, ranked #39.

WestHill Financial Advisors first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.42M in Q1 2022. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • WestHill Financial Advisors held 4,995 shares of Chevron worth $828K as of Q2 2026.
  • WestHill Financial Advisors sold 1 Chevron share in Q2 2026, an estimated $186.
  • Chevron made up 0.14% of WestHill Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • WestHill Financial Advisors first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • WestHill Financial Advisors's Chevron position peaked at $1.42M in Q1 2022.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.